CAPTRUST Financial Advisors’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,699
| Closed | -$281K | – | 2520 |
|
|
2025
Q1 | $281K | Sell |
2,699
-762
| -22% | -$79.4K | ﹤0.01% | 1979 |
|
|
2024
Q4 | $368K | Buy |
+3,461
| New | +$368K | ﹤0.01% | 1785 |
|
|
2024
Q1 | – | Sell |
-2,916
| Closed | -$250K | – | 2214 |
|
|
2023
Q4 | $250K | Buy |
+2,916
| New | +$250K | ﹤0.01% | 2233 |
|
|
2022
Q3 | – | Sell |
-679
| Closed | -$51K | – | 2315 |
|
|
2022
Q2 | $51K | Buy |
679
+165
| +32% | +$12.4K | ﹤0.01% | 2735 |
|
|
2022
Q1 | $48K | Buy |
514
+11
| +2% | +$1.03K | ﹤0.01% | 2800 |
|
|
2021
Q4 | $53K | Hold |
503
| – | – | ﹤0.01% | 2616 |
|
|
2021
Q3 | $45K | Buy |
503
+257
| +104% | +$23K | ﹤0.01% | 2648 |
|
|
2021
Q2 | $21K | Hold |
246
| – | – | ﹤0.01% | 3064 |
|
|
2021
Q1 | $22K | Buy |
+246
| New | +$22K | ﹤0.01% | 2932 |
|
|
2019
Q4 | – | Sell |
-510
| Closed | -$40K | – | 1103 |
|
|
2019
Q3 | $40K | Hold |
510
| – | – | ﹤0.01% | 1065 |
|
|
2019
Q2 | $38K | Hold |
510
| – | – | ﹤0.01% | 1073 |
|
|
2019
Q1 | $42K | Buy |
+510
| New | +$42K | ﹤0.01% | 958 |
|